The Barnum Report

Umbrella Insurance

Umbrella Liability Insurance

Umbrella insurance provides protection above and beyond the basic coverage that homeowners/renters and auto insurance policies offer.

Teaching Your Teen About Money

Teaching Your Teen About Money

Your teen is becoming more independent, but still needs plenty of advice from you. Teaching your teen about money is an essential step.

401(k) Rollover Pitfalls

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from a 401(k) plan, and you’re considering a rollover. There are some pitfalls you’ll want to avoid.

charitable giving

Charitable Giving

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!